Customers (CRM) Live
Customer contact database with profiles, tags, status, service interests, spend totals, and job/invoice associations.
| Status | Live |
|---|---|
| Eligible plans | Free, Starter, Pro, Enterprise |
| Required add-ons | None |
| Platforms | Web, iOS |
| Owner/admin restrictions | Reads available to all roles; create/update available to owner/admin/manager. |
| Travis automation | Supported |
| Integrations | Postgres/Prisma |
Capabilities
- Create/read/update customers
- Search, filter, paginate
- Track creator, spend, last job date
- Auto-create customer during invoice creation
Limitations
- No automatic de-duplication (manual merge)
- No customer segmentation hierarchy
- Basic email presence validation only